AgView Training REGISTRATION STARTER GUIDE FOR PRODUCERS, CLINICS, AND VETERINARIANS

Transcription

1 AgView Training REGISTRATION STARTER GUIDE FOR PRODUCERS, CLINICS, AND VETERINARIANS

2 Acknowledgements This training guide was created by the Institute for Infectious Animal Diseases. Version 0.4 2

3 Table of Contents Part I: The Registration Page...4 Part II: The Registration Form...5 Part III: AgView Account Setup...10 Part IV: Creating Users...15 Part V: Editing Users...18 Part VI: Uploading Data...20 Glossary...24 Version 0.4 3

4 PART I The Registration Page Two Options: 1. Register via link. 2. Register via mobile app. Registering via link: 1. Go to agview.com. 2. Click Register Now! to go to the registration page. Registering via mobile app: 1. Download the AgView app from the Apple App Store or Google Play Store to your mobile device. The app is free to download. 2. Launch the app. 3. Tap Request Account on the login screen of the app. You will be redirected to the registration page within your device s web browser. Version 0.4 4

5 PART II The Registration Form For the sections in Part II, follow the steps associated with your organization type. There are three organization types: 1. Swine Producer (multiple users like company veterinarians and staff) 2. Clinic (multiple users like clinic veterinarians and staff) 3. Individual Practitioner (solo user, only one person will use this account) SWINE PRODUCER Filling out the registration form: 1. By default, the registration form will select Producer, Clinic, or Veterinarian as the type of organization you are registering as. Nothing needs to be changed at this step. 2. Select CVI as the tool you would like access to. Version 0.4 5

6 3. Fill out the organization information section. Note: All fields with a star are required. In the organization name field, enter your producer s name. In the , name, and phone fields, enter the information for your producer s initial administrator. Note: The administrator (admin) is essentially the first user for the account who is responsible for creating and managing additional users. This process is discussed further in Parts IV and V. 4. Click the Continue button at the bottom of the page. 5. Review your information and click the Submit Request button at the bottom of the page. 6. A registration request will be sent to the address entered for the initial administrator. 7. After the account has been approved by the AgView administrators, another will be sent that includes a password reset link for the initial administrator. After resetting the password, the administrator can login to AgView at agview.com. Version 0.4 6

7 CLINIC Filling out the registration form: 1. By default, the registration form will select Producer, Clinic, or Veterinarian as the type of organization you are registering as. Nothing needs to be changed at this step. 2. Select CVI as the tool you would like access to. 3. Fill out the organization information section. Note: All fields with a star are required. In the organization name field, enter your clinic s name. In the , name, and phone fields, enter the information for your clinic s initial administrator. Version 0.4 7

8 Note: The administrator (admin) is essentially the first user for the account who is responsible for creating and managing additional users. This process is discussed further in Parts IV and V. 4. Click the Continue button at the bottom of the page. 5. Review your information and click the Submit Request button at the bottom of the page. 6. A registration request will be sent to the address entered for the initial administrator. 7. After the account has been approved by the AgView administrators, another will be sent that includes a password reset link for the initial administrator. After resetting the password, the administrator can login to AgView at agview.com. INDIVIDUAL PRACTITIONER Filling out the registration form: 1. By default, the registration form will select Producer, Clinic, or Veterinarian as the type of organization you are registering as. Nothing needs to be changed at this step. 2. Select CVI as the tool you would like access to. Version 0.4 8

9 3. Fill out the organization information section. Note: All fields with a star are required. In the organization name field, enter your name or the name of your solo practice. In the , name, and phone fields, enter your information. 4. Click the Continue button at the bottom of the page. 5. Review your information and click the Submit Request button at the bottom of the page. 6. A registration request will be sent to the address entered for the initial administrator. 7. After the account has been approved by the AgView administrators, another will be sent that includes a password reset link for the initial administrator. After resetting the password, the administrator can login to AgView at agview.com. Version 0.4 9

10 PART III AgView Account Setup Upon logging in, the initial administrator will land on the Dashboard page. Click on the Admin button in the upper right-hand corner to navigate to the Administrator Portal. There are two categories on the left-hand side of the page: User Management and Preferences & Settings. User Management Under this section, there are 5 tabs on the left-hand side of the page: All Account Users, Standard Users, Veterinarians, Administrators, and Operators. All Account Users List of all users who have accounts for the organization. Version

11 Standard Users List of all users with the Standard User role. Standard Users have the ability to fill out CVIs and assign CVIs to veterinarians for completion/signature. Veterinarians List of all users with the Veterinarian role. Veterinarians have the ability to fill out and sign CVIs. Administrators List of all users with the Administrator privilege. Administrators are responsible for creating and managing individual accounts for the organization. Version

12 Operators List of all users with the Operator privilege. Operators are responsible for managing data for the organization and uploading addresses through AgView to be used when filling out CVIs. CVI Submitter (not listed as a separate User Management category) Privilege that can be granted to Veterinarian users. Veterinarian users must be granted this privilege before being allowed to use the AgView CVI tool to submit CVIs on behalf of the organization. Version

13 Roles vs. Privileges Roles Standard Users Veterinarians Note: Role can change from Standard User to Veterinarian but not from Veterinarian to Standard User. Privileges Administrators Operators CVI submitters Note: Administrator and Operator privileges can be granted to any user. The CVI Submitter privilege can only be granted to Veterinarian users. Initial User Setup For this section, follow the steps based on whether your account will have a single user or multiple users. Single User (i.e., solo veterinarian) By default, the person who registered the account is setup as a Standard User with Administrator and Operator privileges. As an individual practitioner, you will first need to switch roles from Standard User to Veterinarian before you can use the CVI tool to submit health certificates. 1. Under All Account Users, you should see your name, contact info, roles, etc. 2. Click on your name (will be a clickable link). 3. Click the Edit button at the bottom right-hand corner of the page. 4. Click on the Veterinarian button. 5. Click the box next to Allow this Veterinarian to submit CVIs. 6. Enter your license and accreditation information. See Part IV: Creating Users for more details. Multiple Users 1. Under All Account Users, you should see the name, contact info, roles, etc. for the initial administrator. 2. Skip to Part IV: Creating Users to add new users to the organization. Version

14 Preferences & Settings Under this section, there are two tabs on the left-hand side of the page: Account Settings and Inactive Users. Click on the Account Settings tab to view tool access for your organization/account. Click on the Inactive Users tab to view accounts that have been deactivated. Note: These are accounts that were deactivated by your organization s administrator(s). More information about deactivating accounts can be found in Part V: Editing Users. Version

15 PART IV Creating Users Any user with the administrator privilege can add new users to the organization. Follow the steps below to add users: 1. From any of the User Management sections, click on the Create User button on the upper right-hand side of the page. 2. Select the user s role (Standard User or Veterinarian) by clicking the associated button. Standard User Veterinarian 3. Select any relevant privileges by checking the boxes. Note: You do not have to assign privileges to a user. Version

16 4. Select the checkbox next to CVI to grant the user access to the tool. 5. Fill out the user s information. Note: addresses can only be used once within an organization (i.e., the same address cannot be used for both a standard user and a veterinarian). 6. If the user is a Veterinarian and should be allowed to submit CVIs, check the box next to Allow this veterinarian to submit CVIs. 7. Enter the veterinarian s accreditation number. The system will check for any existing licenses associated with that accreditation number. Any previously entered license information will be displayed in the licenses table. Version

17 Note: The veterinarian user will have to be approved by the State Animal Health Official s office where he/she is licensed prior to having signature authority on a CVI. 8. If the lookup does not return any licenses, or the veterinarian has any additional licenses, add them by clicking the Add button. Click Remove to delete any licenses entered by mistake. 9. Click the Continue button. 10. Review the user s information. If everything looks correct, click Create User. Click Previous to make any needed changes. Version

18 11. An will be sent to the newly created user that includes instructions for resetting his/her password. Note: After resetting the password, the user will be able to login and use the CVI tool on his/her platform of choice (desktop, ios device, Android device). Again, Veterinarian users will have to be approved by the State Animal Health Official s office where they are licensed prior to having signature authority on CVIs. PART V Editing Users Users can be edited by an organization administrator at any time. The following sections include steps for making various edit types. Adding or Removing Privileges and Updating User Information 1. Find the user by searching within the All Account Users tab or in his/her role or privilege category. Click on the user s name (will be a clickable link). 2. Click the Edit button. 3. Make the necessary edits (e.g., update user information, add or remove privileges). 4. Click the Continue button. If the update was successful, you should see a message that says You have successfully updated this user account. Deactivating Users Follow the steps below to deactivate a user. Note: Deactivated users can always be reactivated. See the Reactivating User steps below. 1. Find the user by searching within the All Account Users tab or in his/her role or privilege category. Click on the user s name (will be a clickable link). Version

19 2. Click the Edit button. 3. Click the Deactivate button. 4. Enter a custom message to provide a reason for deactivation. This message will be ed to the user. 5. Click Deactivate to officially deactivate the account or click Cancel if you change your mind. Reactivating Users Follow the steps below to reactivate a previously deactivated user. 1. Find the user by searching in the Inactive Users tab. Click on the user s name (will be a clickable link). 2. Click the Edit button. 3. Click the Activate button. The user is now reactivated. 4. The user will receive an letting him/her know the account has been reactivated that includes a password reset link. Remove Ability for Veterinarian User to Submit CVIs for the Organization 1. Find the user by searching within the All Account Users tab or in his/her role or privilege category. Click on the user s name (will be a clickable link). Version

20 2. Click the Edit button. 3. Uncheck the box next to CVI in the Tools Requested section. 4. Recheck the box. The box next to Allow this Veterinarian to submit CVIs should now be unchecked. 5. Click the Continue button. Note: You can always re-grant the CVI Submitter privilege by editing the user and rechecking the box next to Allow this Veterinarian to submit CVIs. PART VI Uploading Data Users with the Operator privilege have the ability to upload addresses through AgView to be used when filling out CVIs. Any addresses added by the operator(s) will be available for all users within the organization. Navigating to the data upload page: Version

21 1. After logging into the AgView site, click on Your Data in the upper right-hand corner of the screen. You will land on the Data Upload and History page. 2. There are 3 tabs on the left-hand side of the screen: Data History, Upload Data, Use Core Data Schemas. Data History Shows a running history of all previous data uploads. The table shows some basic information including the operator who uploaded the data and the date/time the upload occurred. Note: Click the Upload Data button to navigate quickly to the data upload section. Version

22 Upload Data This section is where data is uploaded. Files are uploaded using a template. You will find default templates on the right-hand side of the page. Note: For CVI addresses, use the Addresses Schema Template. Use Core Data Schemas This section includes templates for uploading data into the system. If you are using AgView for CVIs only, you will only need to use the Addresses Schema Template. Uploading CVI Addresses Follow the steps below to upload address data (i.e., consignor and consignee locations) into AgView to be used to prepopulate CVIs. Remember that only operators have access to the data upload features. Operator privileges can be granted to any user. In order to upload CVI addresses, the data will need to be in the correct format (.CSV file) and template. Download the Addresses Schema Template (link available on the right-hand side of the page). 1. Navigate to the Upload Data section. 2. Click the Choose File button and select the.csv file. 3. Select Default CVI Addresses as the template. Version

23 4. Click the Upload button. You will be taken to a confirmation screen to verify the upload transaction. 5. Click the Data History link at the top of the page or the Back To Data Upload & History button at the bottom of the page to view the status of your upload. 6. Back on the Data History page, the status should be completed if the upload was successful. Note: Larger files may take longer to upload. A status of pending means that the files have not finished processing. 7. Uploaded addresses will be immediately available in the app for all organization users as long as they have good connectivity. Addresses are synced upon login and when moving between tabs. Version

24 Glossary Administrator An AgView privilege that allows the user to create and manage individual accounts for an organization AgView Tool that allows data visualization, analysis, and controlled sharing of multiple types of data including premises, movements, laboratory test results and observational data Auto-Approval for License and Accreditation AgView system automatically approves all CVI account requests from veterinarians in the state (allows signing of CVIs without state s explicit approval) Certificate of Veterinary Inspection (CVI) Tool that allows users to generate electronic CVI s via either a desktop or mobile application Consignor The person or entity sending the animal(s) Consignee The person or entity receiving the animal(s) Core Data Schema Template for uploading data into the AgView system CVI Account Approver An AgView animal health official privilege that allows the user to manually review and approve all CVI account requests from veterinarians within the state CVI Address Saved location information that can be used to load consignor and consignee information into a CVI Health Reports Tool that allows swine producers to collect on-farm observational data, prefill laboratory submission forms, create a site visit report, and record veterinary recommendations and diagnoses while on farm Manual Approval Animal health official manually approves all CVI account requests from veterinarians in the state (prevents signing of CVIs without state s explicit approval) Operator An AgView privilege that allows the user to manage data for an organization Type 1 Permission to use the Small Animal Certificate of Veterinary Inspection (excludes food and fiber species, horses, birds, farm-raised aquatic animals, all other livestock species, and zoo animals that can transmit exotic animal diseases to livestock) Type 2 Permission to use both the Large and Small Animal Certificate of Veterinary Inspection (all animals) Version